Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
New Skience Tool Helps Advisors Transition Client Accounts: Tech Roundup
By Jeff BermanAlso, the Dynasty Financial Partners-Envestnet joint venture ASx introduces a new initiative focused on social media.
February 03, 2021
Commonwealth Adds IT, Information Security LeadersThe firm says its latest appointments will help its growth strategy.
February 02, 2021
Bitwise Plans to Launch Public Bitcoin FundThe fund would have a 1.5% expense ratio. Fidelity Digital Asset Services would be its custodian.
January 28, 2021
3 Tech Tools to Help Advisors Do More With LessThere are tools that can help advisors adapt and meet the increased demand for their services in the COVID-19 era.
January 28, 2021
eMoney Launches Rebranded Digital Marketing Solution: Tech RoundupAlso, the Redtail CRM has integrated MaxMyInterest cash management software.
January 28, 2021
How Advisors Can Use Client Testimonials Under New SEC RuleAdvisors can now use client reviews in their marketing, but they should use caution, lawyers say.
January 21, 2021
Orion Boosts Efforts to Woo Breakaway AdvisorsThe platform provider is offering its marketing campaign tool and Orion Planning for $350 a month, waiving a one-time setup fee.
January 21, 2021
6 Steps for Turning Cold Leads Into Long-Term Clients"Hard sell" tactics will chase away prospective clients. Instead, try these nurturing methods to build relationships that last.